IFA Administrator
Stockton-on-Tees
£27,000 - £32,000
An established and expanding Financial Planning firm in Stockton-on-Tees is looking to recruit an Experienced IFA Administrator to join their supportive and friendly team.


This is a fantastic opportunity for someone with financial services experience who enjoys working in a professional yet welcoming environment. The firm is growing steadily and prides itself on providing high-quality, client-focused advice.


The Role
You will play a key part in supporting Financial Advisers and ensuring a smooth, compliant client journey.
Key responsibilities will include:
*Processing new business across pensions, investments and protection
*Preparing client valuations, review packs and illustrations
*Managing Letters of Authority and liaising with providers
*Handling fund switches, withdrawals and policy updates
*Maintaining accurate records on back-office systems
*Acting as a key point of contact for clients and third parties
*Supporting advisers with pre- and post-meeting documentation


About You
To be considered, you will:
*Have previous experience within financial services
*Ideally have experience in an IFA / Financial Planning environment, though candidates from a product provider background will also be considered
*Possess strong organisational skills and attention to detail
*Be confident liaising with clients and providers
*Have a proactive and team-oriented approach
*Those with IO experience would be of most interest


The Opportunity
*Salary up to £32,000 depending on experience
*Fully office-based role in Stockton-on-Tees
*Free on-site parking
*Friendly, collaborative and growing team
*Stable and supportive working environment


This is an excellent opportunity for someone looking to build on their financial services experience within a well-run and expanding advisory firm.


For further information please apply today or contact one of our specialist consultants quoting REF:NJR16502